F
Fleisher, Martin
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$180,088,308
Clients
12
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$15,007,359
About
The firm provides discretionary portfolio management primarily to high‑net‑worth individuals, using account‑level Investment Policy Statements and an account minimum that typically limits its client base to wealthier investors. It manages a concentrated set of client relationships (about a dozen accounts) and advises on mutual funds, equities, fixed income, ETFs, TIPS, and non‑U.S. securities, charging percentage‑of‑AUM fees as its standard compensation approach.
Its investment process combines fundamental analysis, modern portfolio theory, and quantitative techniques to set asset allocation and select investments, and it employs long‑term, short‑term, and options trading (including covered and uncovered strategies). The adviser requires discretionary trading authority, performs monthly account reviews, and provides custodian statements and periodic reporting to clients, while noting the elevated risks associated with options and frequent trading.
Distinctive features include that the adviser is a lawyer and the firm is organized as a legal professional entity, with the brochure disclosing that the principal may offer legal advice or products outside the advisory business — a potential source of conflicts of interest. The firm’s small, high‑AUM client roster, its stated practice of not aggregating block trades for multiple clients, and its explicit avoidance of performance‑based or third‑party compensation further differentiate it from many peers.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
$2,000,000+: 0.50%
Account minimum: $2,000,000
Main office location
Fleisher, Martin
New York NY, United States
Number of offices
1
Most active in
Fleisher, Martin has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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